USMV follows theory in that regard, boasting the smallest expense ratio of the three funds identified here, charging just 0.15% annually. Morningstar rates USMV as a 5-star fund. Another important measure of low- and minimum-volatility ETFs, and ETFs in general for that matter, is a metr...
Avg. Expense Ratio: 8th Avg. Dividend Yield: Investment style power rankings are rankings between Low Volatility and all other U.S.-listed investment style ETFs on certain investment-related metrics, including 3-month fund flows, 3-month return, AUM, average ETF expenses and average dividend yie...
Brand Fidelity Structure ETF Expense Ratio 0.15% ETF Home Page Home page Inception Sep 12, 2016 Index Tracked Fidelity U.S. Low Volatility Factor Index Analyst Report FA Report PDF The Fidelity Low Volatility Factor ETF (FDLO) tracks a proprietary index of large- and mid-cap U.S...
Learn everything you need to know about Fidelity Low Volatility Factor ETF (FDLO) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if it's the right fund for you.
lof 1 fidelity low-priced stock fund ( mutf: flpsx ) gross expense ratio: 0.89% 2 5.41% 11.97% 24.07% 8.53% 13.05% 9.61% russell 2000 index 9.27% 11.17% 26.76% 1.84% 9.39% 8.78% morningstar fund mid-cap value 8.98% 13.06% 25.80% 8.50% 10.97% 8.62% % rank in morningstar ...
The Vanguard Dividend Appreciation is also part of theKiplinger ETF 20, a list of our favorite low-cost exchange-traded funds. Additionally, VIG is available as a mutual fund (VDADX) with a $3,000 minimum investment and an 0.08% expense ratio. ...
Here are nine of the lowest-cost funds that track the S&P 500: Fidelity 500 Index Fund (FXAIX)– Expense ratio: 0.015 percent Fidelity ZERO Large Cap Index (FNILX)– Expense ratio: 0 percent iShares Core S&P 500 ETF (IVV)– Expense ratio: 0.03 percent ...
The Fidelity Low-Priced Stock fund, managed by Fidelity , carries an expense ratio of 0.71%. Moreover, FLPSX requires a minimal initial investment of $2,500. FLPSX has a history of positive total returns for over 10 years. Specifically, the fund's returns over the 1, 3, 5 year benc...
For example, most brokers don’t carry Fidelity’s no-fee fund, so you’ll have to go to Fidelity to get it. In general, stock index mutual funds have a lower expense ratio than stock index ETFs, as you can see in the chart below. But mutual funds as a whole are more expensive,...
The Fidelity 500 Index Fund (FXAIX),the Vanguard Value Index Fund Admiral Shares (VVIAX) fund,and Fidelity U.S. Bond Index Fund (FXNAX)are among the lowest expense ratio mutual funds. Expense Ratios and Management Fees Expense ratios and management fees are part of an ongoing debate waging...